Sembehun Project Feasibility and Market Dynamics slide image

Sembehun Project Feasibility and Market Dynamics

Demerger Overview Sierra Rutile Limited The demerger will result in two separate ASX-listed companies – Iluka will be a global critical minerals company (mineral sands and rare earths), while Sierra Rutile will be one of the world's largest natural rutile producers. Overview The demerger will result in two independent ASX-listed companies, lluka and Sierra Rutile, each with a management team focused on pursuing its own growth strategy. Iluka shareholders will have the opportunity to vote on the Demerger at the Extraordinary General Meeting on 22 July 2022. . Iluka Directors unanimously recommend that Iluka shareholders vote in favour of the Demerger Resolution The Independent Expert has concluded that the Demerger is in the best interests of Iluka shareholders Iluka shareholders will be entitled to receive 1 share in Sierra Rutile for each share held in Iluka as at the Record Date. Demerger Benefits • . The demerger of Sierra Rutile is the optimal pathway to reach its potential and maximise value for Shareholders: focussed on maximising value from the remaining producing deposits at Area 1 and continue to progress the globally significant Sembehun Project. established with a dedicated high quality Board and management team. The demerger will simplify lluka's structure and ensure management focus is on its core Australian assets and diversification into rare earths. A demerger from Iluka provides investors with a choice to select the level of their intended investment exposure to each business. Post-demerger Structure Iluka Shareholders 100% Iluka Resources Limited (ex. Sierra Rutile Holdings Limited) ASX:ILU 100% Sierra Rutile Holdings Limited¹ ASX:SRX Note: (1) Post-demerger, Sierra Rutile will have approximately 424.2 million shares on issue. 6
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